DFC
DFUS

DBK Financial Counsel’s Dimensional US Equity ETF DFUS Stock Holding History

DBK Financial Counsel’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.36M Sell
77,607
-2,678
-3% -$212K 5.34% 5
2026
Q1 		$5.69M Buy
80,285
+8,766
+12% +$650K 4.31% 5
2025
Q4 		$5.3M Buy
71,519
+11,393
+19% +$837K 4.07% 5
2025
Q3 		$4.36M Buy
60,126
+6,672
+12% +$465K 3.66% 7
2025
Q2 		$3.58M Buy
53,454
+5,952
+13% +$369K 3.24% 10
2025
Q1 		$2.87M Buy
47,502
+3,420
+8% +$219K 2.88% 14
2024
Q4 		$2.81M Buy
44,082
+2,357
+6% +$151K 2.83% 15
2024
Q3 		$2.6M Buy
41,725
+4,810
+13% +$288K 2.62% 15
2024
Q2 		$2.17M Sell
36,915
-1,220
-3% -$69.4K 2.37% 16
2024
Q1 		$2.17M Buy
38,135
+1,440
+4% +$78K 2.28% 16
2023
Q4 		$1.9M Buy
36,695
+3,110
+9% +$151K 2.18% 15
2023
Q3 		$1.56M Buy
33,585
+4,360
+15% +$211K 2.06% 16
2023
Q2 		$1.41M Hold
29,225
– – 1.89% 16
2023
Q1 		$1.3M Buy
29,225
+4,145
+17% +$180K 1.8% 18
2022
Q4 		$1.04M Buy
25,080
+16,380
+188% +$685K 1.67% 19
2022
Q3 		$338K Buy
8,700
+820
+10% +$35.3K 0.58% 31
2022
Q2 		$321K Buy
+7,880
New +$349K 0.52% 31

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

DBK Financial Counsel's DFUS Position: Q2 2026 in Review

DBK Financial Counsel reduced its Dimensional US Equity ETF (DFUS) stake by 3.3% in Q2 2026, selling an estimated $212K and leaving 77,607 shares worth $6.36M. The position accounts for 5.34% of the portfolio, ranked #5.

DBK Financial Counsel first reported a position in DFUS in Q2 2022 and has held it in 17 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • DBK Financial Counsel held 77,607 shares of Dimensional US Equity ETF worth $6.36M as of Q2 2026.
  • DBK Financial Counsel sold 2,678 Dimensional US Equity ETF shares in Q2 2026, an estimated $212K.
  • Dimensional US Equity ETF made up 5.34% of DBK Financial Counsel's portfolio in Q2 2026, its #5 holding.
  • DBK Financial Counsel first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.